← All themes Artificial Intelligence

AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
551	CFGS Concourse Financial Group Securities Birmingham, Alabama	$12K	+$2.1K	3	0%	Increased
552	Salem Investment Counselors Winston Salem, North Carolina	$12K	$0	2	0%	Maintained
553	TCI Wealth Advisors Tucson, Arizona	$12K	+$6.86K	4	0.01%	Increased
554	WEC Winslow Evans & Crocker Boston, Massachusetts	$12K	$0	2	0%	Maintained
555	Covington Capital Management Los Angeles, California	$11K	$0	2	0%	Maintained
556	Sonora Investment Management Tucson, Arizona	$11K	-$2.9K	2	0%	Reduced
557	TF TimeScale Financial Danvers, Massachusetts	$11K	$0	2	0%	Maintained
558	WMS Partners Towson, Maryland	$10K	+$11.3K	1	0%	New
559	DWA Dorsey Wright & Associates Pasadena, California	$9K	-$25.4K	1	0%	Reduced
560	TD Capital Management Memphis, Tennessee	$9K	$0	2	0%	Maintained
561	Procyon Advisors Shelton, Connecticut	$8K	$0	3	0.01%	Maintained
562	Resources Management Corp West Hartford, Connecticut	$8K	$0	2	0%	Maintained
563	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$7K	$0	1	0.01%	Maintained
564	GCM Gables Capital Management Miami, Florida	$7K	+$8.47K	2	0.01%	New
565	HCM Horrell Capital Management Little Rock, Arkansas	$7K	+$48	1	0%	Increased
566	BAM Bellevue Asset Management Bellevue, Washington	$6K	$0	2	0.01%	Maintained
567	CAN Claraphi Advisory Network Aliso Viejo, United States	$6K	+$7.82K	3	0%	New
568	Huntington National Bank Columbus, Ohio	$6K	$0	1	0%	Maintained
569	Lindbrook Capital Calabasas, California	$6K	$0	1	0%	Maintained
570	Pathstone Family Office Englewood, New Jersey	$6K	+$6.15K	2	0%	New
571	Advisory Alpha Holland, Michigan	$5.57K	$0	2	0%	Maintained
572	KFS Kelly Financial Services Braintree, Massachusetts	$5.22K	$0	3	0.01%	Maintained
573	Ameritas Investment Company Lincoln, Nebraska	$5K	+$7.66K	3	0%	New
574	BW Bison Wealth Atlanta, Georgia	$5K	$0	1	0%	Maintained
575	Liberty Wealth Management Oakland, California	$5K	+$20	2	0%	Increased